Institutional Ownership Dimensional ETF Tr U S Target (DFAT)
This table provides information about the institutional ownership of Dimensional ETF Tr U S Target (DFAT). We have compiled data on the 684 institutions that hold shares in the stock, with a total of 159 Million shares, which have been reported (via 13F filing form) to have a value of $9.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
411,098
shares
|
$23.6 Million
3.39% of portfolio
|
Q3 2024
Added 6.23%
|
|
|
Tillman Hartley LLC
Orlando, FL |
Nov 01, 2024 Q3 2024 |
403,133
shares
|
$23.1 Million
6.65% of portfolio
|
Q3 2024
Added 15.4%
|
|
|
Tfo Tdc, LLC
|
Nov 12, 2024 Q3 2024 |
398,746
shares
|
$22.9 Million
4.07% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
394,902
shares
|
$22.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 16.28%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
394,585
shares
|
$22.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
391,208
shares
|
$22.5 Million
5.87% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
387,692
shares
|
$22.2 Million
13.77% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
381,555
shares
|
$21.9 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.43%
|
|
|
Allen Capital Group, LLC
|
Jan 23, 2025 Q4 2024 |
369,752
shares
|
$21.2 Million
2.48% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Relaxing Retirement Coach
|
Jul 26, 2023 Q2 2023 |
369,090
shares
|
$21.2 Million
5.35% of portfolio
|
Q2 2023
Added 12.28%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
364,285
shares
|
$20.9 Million
1.16% of portfolio
|
Q3 2024
Reduced 4.97%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
361,837
shares
|
$20.8 Million
1.39% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
360,117
shares
|
$20.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
355,409
shares
|
$20.4 Million
0.73% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
339,318
shares
|
$19.5 Million
1.37% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
337,187
shares
|
$19.4 Million
0.07% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Disciplined Equity Management, Inc.
|
Jan 21, 2025 Q4 2024 |
332,628
shares
|
$19.1 Million
12.09% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Triune Financial Partners, LLC
Overland Park, KS |
Nov 01, 2024 Q3 2024 |
324,777
shares
|
$18.6 Million
5.67% of portfolio
|
Q4 2021
Added 2.62%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
324,581
shares
|
$18.6 Million
0.19% of portfolio
|
Q3 2024
Added 11.13%
|
|
|
Helen Stephens Group, LLC
|
Jan 15, 2025 Q4 2024 |
317,735
shares
|
$18.2 Million
5.25% of portfolio
|
Q4 2024
Added 8003.42%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
314,652
shares
|
$18.1 Million
4.56% of portfolio
|
Q3 2023
Added 1.31%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
312,233
shares
|
$17.9 Million
2.08% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
297,456
shares
|
$17.1 Million
3.41% of portfolio
|
Q4 2024
Reduced 4.08%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
295,752
shares
|
$17 Million
4.08% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Rf&L Wealth Management, LLC
Acton, MA |
Jan 15, 2025 Q4 2024 |
294,438
shares
|
$16.9 Million
11.59% of portfolio
|
Q4 2024
Added 0.37%
|